Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 7 sales; 4,426 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q1 2026
Institutional positions in Walmart Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,467
- +122 vs. Q4 2025
- Shares held
- 2.90B
- +483.3M (+20.0%) vs. Q4 2025
- Total value
- $360.0B
- +$90.8B (+33.7%) vs. Q4 2025
- New holders
- 287
- 1,732 more added
- Sold out
- 165
- 1,979 more reduced
69 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 1,586 | $197.1K | 0.03% | +299+23.2% | Added |
| Cohen & Steers, Inc. | 1,600 | $199.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,604 | $199.4K | 0.05% | −5−0.3% | Reduced |
| Covestor Ltd | 1,612 | $200.0K | 0.14% | −981−37.8% | Reduced |
| Johnson Wealth Management, LLC | 1,610 | $200.1K | 0.10% | +1,610 | New |
| Plum Street Advisors, LLC | 1,610 | $200.1K | 0.07% | +1,610 | New |
| Equita Financial Network, Inc. | 1,616 | $200.8K | 0.06% | −389−19.4% | Reduced |
| Innovative Wealth Building LLC | 1,621 | $201.5K | 0.14% | +1,621 | New |
| Blue Capital, Inc. | 1,624 | $201.8K | 0.13% | +1,624 | New |
| Morton Capital Management LLC | 1,625 | $201.9K | 0.03% | +1,625 | New |
| Cadia Private Client LLC | 1,625 | $202.0K | 0.16% | +1,625 | New |
| Granite Bay Wealth Management, LLC | 1,636 | $202.4K | 0.04% | +1,636 | New |
| Sound Financial Strategies Group, LLC | 1,629 | $202.5K | 0.14% | +1,629 | New |
| AXA S.A. | 1,630 | $202.6K | 0.08% | −232−12.5% | Reduced |
| Ridgeline Wealth, LLC | 1,631 | $202.6K | 0.15% | +1,631 | New |
| SWAN Capital LLC | 1,632 | $202.8K | 0.07% | −75−4.4% | Reduced |
| TFB Advisors LLC | 1,633 | $202.9K | 0.11% | −1,191−42.2% | Reduced |
| Wealth Advisory Solutions, LLC | 1,634 | $203.0K | 0.05% | +1,634 | New |
| Archvest Wealth Advisors, Inc. | 1,636 | $203.4K | 0.13% | +1,636 | New |
| Stony Point Wealth Management Inc. | 1,637 | $203.4K | 0.08% | +1,637 | New |
| Welch Financial Planning, LLC | 1,638 | $203.6K | 0.15% | +1,638 | New |
| Monetary Solutions, Ltd | 1,639 | $203.7K | 0.20% | 00.0% | Unchanged |
| KilterHowling LLC | 1,640 | $203.8K | 0.10% | +1,640 | New |
| HT Partners LLC | 1,642 | $204.1K | 0.06% | −400−19.6% | Reduced |
| Kooman & Associates | 1,644 | $204.3K | 0.06% | +1,644 | New |
| Discipline Wealth Solutions, LLC | 1,647 | $204.7K | 0.02% | +1,647 | New |
| H&H Retirement Design & Management INC | 1,557 | $204.9K | 0.10% | +1,557 | New |
| Tacita Capital Inc | 1,650 | $205.1K | 0.12% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 1,653 | $205.4K | 0.07% | +1,653 | New |
| Carbahal Olsen Financial Services Group, LLC | 1,654 | $205.6K | 0.16% | +1,654 | New |
| Kane Co Wealth Management, Inc. | 1,659 | $206.2K | 0.17% | +1,659 | New |
| Tfo-TDC, LLC | 1,660 | $206.3K | 0.03% | +1,660 | New |
| Pachira Investments Inc. | 1,664 | $206.7K | 0.10% | +1,664 | New |
| Cabot Wealth Management Inc | 1,671 | $207.7K | 0.02% | +1,671 | New |
| Rezny Wealth Management, Inc. | 1,672 | $207.8K | 0.04% | +1,672 | New |
| TradeWell Securities, LLC. | 1,673 | $207.9K | 0.09% | +1,673 | New |
| Ruedi Wealth Management, Inc. | 1,679 | $208.7K | 0.05% | +1,679 | New |
| Briaud Financial Planning, Inc | 1,679 | $208.7K | 0.05% | +1,679 | New |
| Fulcrum Capital LLC | 1,681 | $208.9K | 0.05% | +1,681 | New |
| Dunhill Financial, LLC | 1,689 | $210.0K | 0.05% | +17+1.0% | Added |
| Cura Wealth Advisors, LLC | 1,690 | $210.1K | 0.09% | +1,690 | New |
| Goodman Financial Corp | 1,691 | $210.1K | 0.04% | +1,691 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,693 | $210.4K | 0.02% | +1,693 | New |
| Measured Risk Portfolios, Inc. | 1,695 | $210.7K | 0.23% | +1,695 | New |
| ODonnell Financial Services, LLC | 1,696 | $210.8K | 0.07% | +1,696 | New |
| Latko Wealth Management, Ltd. | 1,699 | $211.2K | 0.10% | −99−5.5% | Reduced |
| Next Level Wealth Planning, LLC | 1,702 | $211.5K | 0.11% | +1,702 | New |
| Tortuga Wealth Management, Inc | 1,707 | $212.1K | 0.20% | +1,707 | New |
| Legacy Capital Wealth Management, LLC | 1,707 | $212.2K | 0.12% | +1,707 | New |
| Scott Capital Advisors, LLC | 1,674 | $212.2K | 0.04% | +1,674 | New |
| Kimelman & Baird, LLC | 1,709 | $212.4K | 0.02% | +424+33.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,710 | $212.6K | 0.06% | −4,575−72.8% | Reduced |
| Pointe Capital Management LLC | 1,713 | $212.9K | 0.11% | +1,713 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,720 | $213.8K | 0.00% | −11,950−87.4% | Reduced |
| Clarity Asset Management, Inc. | 1,725 | $214.4K | 0.11% | −90−5.0% | Reduced |
| Westwood Wealth Management | 1,728 | $214.8K | 0.08% | +1,728 | New |
| Twinbeech Capital LP | 1,733 | $215.4K | 0.02% | −8,415−82.9% | Reduced |
| Santori & Peters | 1,734 | $215.6K | 0.07% | +1,734 | New |
| Coastwise Capital Group, LLC | 1,735 | $215.6K | 0.12% | +1,735 | New |
| Mezzasalma Advisors, LLC | 1,736 | $215.8K | 0.06% | +1,736 | New |
| Hamilton Capital Partners, LLC | 1,737 | $215.9K | 0.07% | +1,737 | New |
| Marmo Financial Group, LLC | 1,737 | $215.9K | 0.11% | +1,737 | New |
| Cornerstone Management, Inc. | 1,740 | $216.2K | 0.03% | −2,232−56.2% | Reduced |
| Halter Ferguson Financial Inc. | 1,742 | $216.5K | 0.05% | +1,742 | New |
| hemming& Wealth Management, Inc. | 1,739 | $216.6K | 0.15% | +1,739 | New |
| Gill Capital Partners, LLC | 1,743 | $216.6K | 0.06% | +1,743 | New |
| Prism Planning Partners LLC | 1,743 | $216.7K | 0.26% | −1,813−51.0% | Reduced |
| Carlson Financial, Inc. | 1,748 | $217.2K | 0.13% | +1,748 | New |
| Tarbox Family Office, Inc. | 1,748 | $217.2K | 0.04% | −1,539−46.8% | Reduced |
| TrueWealth Financial Partners | 1,748 | $217.2K | 0.09% | +1,748 | New |
| New England Professional Planning Group Inc. | 1,751 | $217.6K | 0.09% | −661−27.4% | Reduced |
| Hurley Capital, LLC | 1,751 | $217.6K | 0.12% | +6+0.3% | Added |
| Cogent Strategic Wealth LLC | 1,752 | $217.7K | 0.22% | −18−1.0% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,753 | $218.0K | 0.20% | +1,753 | New |
| Objectivity Squared, LLC | 1,754 | $218.0K | 0.14% | −260−12.9% | Reduced |
| Consultiva Wealth Management, Corp. | 1,754 | $218.0K | 0.63% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 1,755 | $218.1K | 0.20% | +1,755 | New |
| Moller Financial Services | 1,757 | $218.4K | 0.04% | +1,757 | New |
| Campbell Deegan Wealth Management, LLC | 1,760 | $218.7K | 0.18% | +1,760 | New |
| Resolute Capital, LLC | 1,761 | $218.9K | 0.09% | +1,761 | New |
| E6 Portfolios, LLC | 1,764 | $219.2K | 0.23% | +1,764 | New |
| Quest 10 Wealth Builders, Inc. | 1,766 | $219.4K | 0.19% | +200+12.8% | Added |
| Hilltop Wealth Advisors, LLC | 1,767 | $219.6K | 0.13% | +1,767 | New |
| Greenline Wealth Management LLC | 1,769 | $219.9K | 0.25% | +572+47.8% | Added |
| Fountainhead AM, LLC | 1,770 | $220.0K | 0.20% | +1,196+208.4% | Added |
| 17 Capital Partners, LLC | 1,772 | $220.2K | 0.11% | +1,772 | New |
| Range Financial Group LLC | 1,774 | $220.5K | 0.07% | −511−22.4% | Reduced |
| Envision Financial Planning, LLC | 1,776 | $220.7K | 0.08% | +1,776 | New |
| Grant Street Asset Management, Inc. | 1,781 | $221.3K | 0.04% | +1,781 | New |
| Miramar Capital, LLC | 1,782 | $221.5K | 0.05% | +1,782 | New |
| Bannerstone Capital Management, LLC | 1,783 | $221.6K | 0.23% | +1,783 | New |
| Chaney Capital Management, Inc. | 1,787 | $222.1K | 0.08% | +1,787 | New |
| Cedar Mountain Advisors, LLC | 1,793 | $222.9K | 0.04% | +55+3.2% | Added |
| Stirlingshire Investments, Inc. | 1,796 | $223.7K | 0.20% | −375−17.3% | Reduced |
| Shay Capital LLC | 1,800 | $223.7K | 0.03% | +1,800 | New |
| Independence Wealth Advisors, LLC | 1,803 | $224.1K | 0.12% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,804 | $224.2K | 0.09% | +129+7.7% | Added |
| Cheviot Value Management, LLC | 1,807 | $224.5K | 0.02% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 1,813 | $225.3K | 0.09% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 1,817 | $225.8K | 0.21% | +1,817 | New |